Largest Portfolios by Value

Filing on May 05, 2025 Q1 2025

Akuna Securities LLC

  • SPY
  • NVDA
Akuna Securities LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 10
Filing on Apr 23, 2025 Q1 2025

White Pine Investment CO

  • BRK-B
  • GOOGL
  • FNDX
  • GSIE
  • USMV
  • SFM
  • MSFT
White Pine Investment CO's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 64
Filing on Apr 08, 2025 Q1 2025

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • MLPB
  • PDBC
  • VOT
Marion Wealth Management's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 128
Filing on Apr 21, 2025 Q1 2025

Old Second National Bank Of Aurora

  • IJH
  • NVDA
  • MSFT
  • VNQ
  • AAPL
  • BSCQ
  • VGK
Old Second National Bank Of Aurora's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 431
Filing on Apr 25, 2025 Q1 2025

Tradewinds Capital Management, LLC

  • GLDM
  • EWS
  • XLF
  • COMT
  • XLY
  • SPYG
  • SCHX
Tradewinds Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 665
Filing on May 15, 2025 Q1 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • AGG
  • FBND
  • VOE
  • VBR
  • SCZ
Shakespeare Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 96
Filing on Apr 04, 2025 Q1 2025

Sage Capital Advisors,Llc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • SPY
  • PEP
Sage Capital Advisors,Llc's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 131
Filing on Apr 25, 2025 Q1 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • V
  • XOM
  • RTX
Franklin, Parlapiano, Turner & Welch, LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 50
Filing on May 06, 2025 Q1 2025

J. W. Coons Advisors, LLC

  • AAPL
  • ZWS
  • MSFT
  • SPY
  • JPST
  • KLAC
  • JPM
J. W. Coons Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 231
Filing on Apr 01, 2025 Q4 2024

Oliver Lagore Vanvalin Investment Group

  • SPY
  • IEF
  • BIL
  • SPLG
  • DIA
  • QQQM
  • EDV
Oliver Lagore Vanvalin Investment Group's Q4 2024 Portfolio
Portfolio Value 370 Million
Stocks 686
Filing on May 16, 2025 Q1 2025

American Trust

  • IJH
  • DGRO
  • VB
  • MSFT
  • AAPL
  • JPM
  • IWF
American Trust's Q1 2025 Portfolio
Portfolio Value 370 Million
Stocks 121
Filing on May 01, 2025 Q1 2025

Pioneer Trust Bank N A

  • BRK-B
  • MSFT
  • AAPL
  • SPY
  • VMI
  • GOOG
  • UNH
Pioneer Trust Bank N A's Q1 2025 Portfolio
Portfolio Value 370 Million
Stocks 129
Filing on May 15, 2025 Q1 2025

Sandler Capital Management

  • COF
  • GOGO
  • LYV
  • VRSK
  • BEN
  • UPST
  • RTX
Sandler Capital Management's Q1 2025 Portfolio
Portfolio Value 369 Million
Stocks 118
Filing on Apr 30, 2025 Q1 2025

Hourglass Capital, LLC

  • PM
  • NEM
  • SLB
  • PFE
  • GS
  • CSCO
  • C
Hourglass Capital, LLC's Q1 2025 Portfolio
Portfolio Value 369 Million
Stocks 110
Filing on May 12, 2025 Q1 2025

Vivo Capital, LLC

  • VRNA
  • GERN
  • CMPS
  • TRVI
  • TERN
  • ACRS
  • VRDN
Vivo Capital, LLC's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 40
Filing on Apr 30, 2025 Q1 2025

Barry Investment Advisors, LLC

  • VGLT
  • VYMI
  • FNDF
  • GDX
  • DJD
  • SPYD
  • EMLP
Barry Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 106
Filing on May 13, 2025 Q1 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • IUSV
  • FVD
  • LMBS
  • GTO
  • BND
Petix & Botte CO's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 133
Filing on May 02, 2025 Q1 2025

Firestone Capital Management

  • VIG
  • SPY
  • VXF
  • VTI
  • VTV
  • FNDX
  • VCSH
Firestone Capital Management's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 149